Blog Articles

    Wealth reporting in investment management

    Why Advanced Performance Reporting in Wealth Management is a Competitive Advantage

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    Why Advanced Performance Reporting in Wealth Management is a Competitive Advantage Investment management is a burgeoning industry worth over $100 trillion. However, the market can change on a dime based…

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    The Past, Present and Future of Investment Management

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    David Csiki, INDATA What’s Old is What’s New: Data is the Past, Present and Future of Investment Management A recent survey sponsored by Northern Trust indicated that 98% of managers…

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    INDATA Announces Software Release

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    More than 150 Enhancements and System Changes Made Across Front, Middle and Back Office Software & Managed Services Greenwich, CT – February 8, 2022 – INDATA, a leading industry provider…

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    How Emerging Tech Can Transform Client Outreach and Reporting for Investment Managers

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    Automating Client Outreach & Reporting Within Investment Management: How Emerging Technologies Provide a Better Solution Whether it be standardized client statements, marketing factsheets or other investor communications, investment management firms…

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    INDATA’S Response to COVID-19

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    Update as of March 31, 2020 The Importance of Cloud-based Software and Modern Tech Amid Coronavirus Lockdowns What a challenging time it has been!  Like many of you, we have…

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    Fintech Workforce to Expand Thanks to AI

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    Fintech Workforce to Expand Thanks to AI   Cambridge University predicting that fintech workforce will expand by 19% by 2030 due to AI (read the full article here). For buy-side investment…

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    The Convergence of Traditional Financial Services and Fintech: Opportunities and Challenges

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    The Convergence of Traditional Financial Services and Fintech: Opportunities and Challenges   During the past year, a number of acquisitions of software providers within the fintech space by large banks…

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    Lack of Data Inhibiting AI for Asset Managers?

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    Lack of Data Inhibiting AI for Asset Managers?   Interesting commentary in FundFire this week discussing the challenges of utilizing AI within the portfolio management process. While AI can be…

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    5 Tech Trends in Front Office

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    A number of technology trends are rapidly converging and are poised to re-shape how the buyside front office operates. The purpose of this whitepaper is to explore 5 technology trends…

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    New Developments in Global Shareholder Disclosure Reporting by Investment Managers

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    New Developments in Global Shareholder Disclosure Reporting by Investment Managers As someone who has spent more than ten years working on the compliance staff of three different asset managers since…

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